Overview
- Headquarters
- Indianapolis, IN
- Total Firm Assets
- $122 million
- Average High-Net-Worth Client Portfolio Size
- $4.3 million
Fee Disclosure
Source: FNEX WEALTH, LLC ADV PART 2 BROCHURE (2026-04-01) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 91.59%
- Number of High-Net-Worth Clients
- 26
- Total Client Accounts
- 56
- Discretionary Accounts
- 55
- Non-Discretionary Accounts
- 1
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 334569
- FNEX WEALTH, LLC ADV PART 2 BROCHURE (2026-04-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗